Jacob Cortez is a seasoned professional with extensive experience in project management, operations, and relationship management. Currently serving as a Senior Transition Project Manager at Paycom since September 2021, Jacob has progressed from Transition Project Manager to roles at Charles Schwab as a Wealth Management-Relationship Manager and Chick-fil-A Franchise in various operations positions. Prior experience includes work as an Account Executive at Goosehead Insurance Agency and various operational roles at Chick-fil-A Franchise over several years. Jacob's career began at Ally as a Workforce Analyst. Jacob holds a Bachelor of Business Administration in Finance from the University of North Texas and has further trained in Data Visualization through SMU Continuing & Professional Education.
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